Adviser-Hub articles

Article-Global-04-smll2024 Market Updates

Market briefings looking back at January

A selection of articles, written by our expert investment writers that cover the markets looking back through January.

Adviser-Hub 7th Feb 2025

abrdn_em060225 Analysis & Opinion

Why excluding China can sometimes make good sense

Some investors are increasingly turning to emerging markets excluding China, seeking greater control and alignment with global economic shifts. abrdn takes a closer look. 

Aberdeen Investments 6th Feb 2025

cpgrp_germany060225 Analysis & Opinion

Market views: Germany’s surprising equity market

Capital Group’s Beth Beckett, Economist, looks past the macro gloom.

Capital Group 6th Feb 2025

fil_enh060245 Analysis & Opinion

Enhancing portfolio resilience with diversifying liquid alternatives

The reduced effectiveness of traditional diversification strategies is encouraging investors to reconsider the role of liquid alternatives. Fidelity examines the case for these strategies to add po...

Fidelity International 6th Feb 2025

Article-Animals-Bear-01-smll2024 Analysis & Opinion

The Week: trade war 2.0

Markets have been volatile as Trump’s trade war begins. This week saw greater clarity around the Trump tariff regime. Drinks and cars appear to be the most ‘at risk’ indust...

Adviser-Hub 6th Feb 2025

bg_quant060225 Podcast

Baillie Gifford | Quantum, space, fusion: three firms engineering the future

Baillie Gifford explains how PsiQuantum, SpaceX and SHINE Technologies seek to shape the future and deliver growth.

Baillie Gifford 6th Feb 2025

cpgp1five_050225 Partner Zone

Five core bond portfolio themes for 2025

Capital Group fixed income portfolio manager Pramod Atluri outlines five themes expected to drive core bond portfolios in 2025.

Capital Group 5th Feb 2025

cpgp2rob_050225 Partner Zone

Rob Lovelace on what could drive markets in 2025

As we enter the mid-point of the decade, Capital Group’s Rob Lovelace shares his equity market outlook and the investment themes driving his portfolio decisions.

Capital Group 5th Feb 2025

cpgp3_050225 Partner Zone

2025 and beyond: key industry and market trends

Capital Group CEO Mike Gitlin and vice chair Jody Jonsson discuss opportunities and challenges in the evolving investment landscape, share their market outlook and assess important trends in the fi...

Capital Group 5th Feb 2025

Partner Zone

Diabetes: investing for positive change

Baillie Gifford’s Nduka Amadi explores how innovative investments in diabetes care are driving positive change and improving global health outcomes. Capital at risk.

Baillie Gifford 4th Feb 2025

bg_diabetes280125 Partner Zone

Diabetes: investing for positive change

Baillie Gifford’s Nduka Amadi explores how innovative investments in diabetes care are driving positive change and improving global health outcomes. Capital at risk.

Baillie Gifford 4th Feb 2025

Article-Time-01-smll20244 Business Toolkit

Tax planning considerations – webinar replay

Fidelity Adviser Solutions' panel considers all the implications for retirement and tax planning.

Fidelity Adviser Solutions 3rd Feb 2025

sm_portfupdt310125 VIDEO

Baillie Gifford | Scottish Mortgage Portfolio Update Q4 2024

Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of &lsquo...

Baillie Gifford 31st Jan 2025

Partner Zone

Scottish Mortgage Portfolio Update Q4 2024

Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of &lsquo...

Baillie Gifford 31st Jan 2025

Partner Zone

Model me this: Fidelity’s annual Analyst Survey

Fidelity’s annual Analyst Survey gels the views of more than 100 analysts who cover sectors and companies across the world in detail and in depth.

Fidelity International 30th Jan 2025

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